Home / BusinessBusinessCNBCBusinessCNBC·Sep 5, 2026·1 min readWe got more defensive last week as Wall Street raised the bar for AI stocksWe initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.View original source — CNBC ↗ShareCopy linkShare on XShare on FacebookRelated storiesBusinessCNBCBusinessSep 2, 2026 · 1 minWe're starting positions in 2 more defensive stocks to balance our AI exposureCNBCTechnologyBloombergTechnologyJun 8, 2026 · 1 minKorea’s AI Impact Sparks Pressure Across Government Bond MarketBloombergBusinessCNBCBusinessSep 2, 2026 · 1 minWe're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifiesCNBCBusinessCNBCBusinessSep 3, 2026 · 1 minWe're lifting our price targets on 2 stocks that have shaken off AI disruption concernsCNBC
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